See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,189 | $135,952-21.9% | $123,892-14.3% | $273,961-61.2% |
| Participation rate | 54.2% | 84.1%-29.9pp | 81.4%-27.2pp | 83.0%-28.8pp |
| Annual return | 7.17% | 56.63%-49.5pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,290 | $6,343-16.6% | $5,984-11.6% | $5,2870% |
| Admin fee / account holder | $1,025 | $9,817-89.6% | $8,357-87.7% | $10,132-89.9% |